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Firm-provided resources to help run your BEST, biblically aligned practice for the glory of God.
Robust financial technology including reporting, billing, trading, compliance, business intelligence, marketing, data services, financial planning and much more
One integrated solution including Teams, OneDrive cloud storage, and Office apps with advanced security options
Faith-based investment options matched precisely with your client’s unique values and tracked over time with customizable reports
Our list of vendors to help streamline your workflow.
RECOMMENDED
Customer relationship management. Use discount code "LPL" to receive corporate discount
RECOMMENDED
E-sign & PDF management included technology as part of the monthly affiliation fee with Charles Schwab
Tom Fraser
Work (212) 829-5202
Cell (914) 260-0277
(800) 323-6122
Press 3 to speak to wholesaler
or visit
go.inland-investments.com/Who-to-Call
(866) 634-5873
Option depends on product
(800) 923-2732
rpsales@ameritas.com
(623) 201-0674,
tcase@epicrps.com
Jerod C. Fenton, CFP®, AIF®
(760) 705-3517
Karli Maughan
(801) 616-3672
karli@401go.com
m1agentsupport@americanenterprise.com
(866) 252-5594, option 2
(800) 321-6064
Select Annuities, then Sales
BRI Annuity Wrapper
(877) 575-2742
service@retireone.com
retireone.com
Kevin Werner
(609) 647 5984
kevin@pontera.com
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Digital and printed materials ready to serve you
5 Mistakes Advisors Make with Biblically Responsible Investing
Digital DownloadAccess filesPrint DownloadAdvisor BrandableFINRA LetterLearn about the home country bias and the importance of investing internationally.
Digital DownloadAccess filesPrint DownloadAdvisor BrandableFINRA Letter“How to find the good in a negative world.” This Inspire overview covers methodology of Inspire investments and our approach to BRI as well as a high-level view of each investment opportunity.
Digital DownloadPrint DownloadFinRA Letter